We try our best to simplify the financial recording process and make it as easy as possible for you to keep everything in order and up to date while keeping you updated on your financial status in real-time. We can do everything for you or simply give you a helping hand depending on your specific needs.
We have over 5 years of experience helping small, medium, and large businesses with their financial recording and reporting using QBO and One drive to create a seamless virtual process. If you are just starting out, looking to improve, or are drowning and need help, we have you covered. We work with all software and can adapt to any systems and controls.
Cost:
**Additional services will be discussed and a rate agreed upon before any work is done.
*Lower rates are available for low-volume work
$35hr - Bookkeeping
$45hr - Accounting
$50hr - Financial review
$60hr - Optimization
The Process:
Introductory phone, video call, or email questionnaire (You choose)
1- Get a brief overview of your business.
2- Get a list of items you need to be completed
3- Give you a rough estimate of the total cost for an official review
Review period: (If you choose to proceed)
1- Review your current financial situation and give my thoughts
2- Discuss work expectations, set deadlines, and discuss the process.
3- Agree upon a budget
One Month trial period
This allows you to decide if you are satisfied with everything and if you would like to continue. (Spoiler Alert - 100% client retention to date)
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